We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,778 hedge funds and large institutions have $39.3B invested in iShares MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 647 increasing their positions, 706 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 58

3% more funds holding

Funds holding: 1,7231,778 (+55)

3% more capital invested

Capital invested by funds: $38.2B → $39.3B (+$1.15B)

8% less repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 706

2% less funds holding in top 10

Funds holding in top 10: 177173 (-4)

3.89% less ownership

Funds ownership: 81.82%77.93% (-3.9%)

37% less call options, than puts

Call options by funds: $3.56B | Put options by funds: $5.61B

Holders
1,778
Holders Change
+55
Holders Change %
+3.19%
% of All Funds
27.92%
Holding in Top 10
173
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.26%
% of All Funds
2.72%
New
128
Increased
647
Reduced
706
Closed
58
Calls
$3.56B
Puts
$5.61B
Net Calls
-$2.05B
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1101
Cary Street Partners Investment Advisory
Virginia
$727K +$149K +2,056 +26%
TAM
1102
Townsend Asset Management
North Carolina
$726K +$5.01K +69 +0.7%
BC
1103
Burney Company
Virginia
$724K -$8.06K -111 -1%
KCM
1104
Kanawha Capital Management
Virginia
$724K
WI
1105
Wintrust Investments
Illinois
$717K -$7.55K -104 -1%
DDC
1106
DF Dent & Co
Maryland
$715K
MIC
1107
Meridian Investment Counsel
California
$715K +$3.63K +50 +0.5%
DDPIC
1108
Deroy & Devereaux Private Investment Counsel
Michigan
$714K +$142K +1,950 +25%
CCG
1109
Cypress Capital Group
Florida
$713K +$72.3K +995 +11%
EFH
1110
Eaton Financial Holdings
Florida
$711K +$712K +9,802 New
HIM
1111
Hanlon Investment Management
New Jersey
$707K +$708K +9,753 New
WPP
1112
Whalerock Point Partners
Rhode Island
$707K
AFG
1113
Atomi Financial Group
New York
$702K -$2.22M -30,623 -76%
FAM
1114
Formidable Asset Management
Ohio
$699K
SAG
1115
SageView Advisory Group
California
$697K +$29.1K +401 +4%
SWM
1116
SeaCrest Wealth Management
New York
$697K
FHA
1117
Flagship Harbor Advisors
Massachusetts
$691K +$27.4K +377 +4%
OCM
1118
Objective Capital Management
Ohio
$690K
ICG
1119
InterOcean Capital Group
Tennessee
$689K +$72K +991 +12%
HS
1120
Horan Securities
United States
$687K +$145K +2,002 +27%
IC
1121
Innealta Capital
Texas
$685K
WFA
1122
WMG Financial Advisors
Tennessee
$683K +$684K +9,421 New
TCM
1123
Traynor Capital Management
Pennsylvania
$681K +$36K +496 +6%
GPA
1124
Guidance Point Advisors
Massachusetts
$681K +$9.37K +129 +1%
CT
1125
Colonial Trust
South Carolina
$681K +$153K +2,112 +29%

EFA Hedge Fund Activity: Q2 2023 in Review

1,778 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2023, worth a combined $39.3B — up 3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new EFA positions and 58 closed out — a net gain of 70 holders — while 647 added to existing stakes and 706 trimmed.

The largest buyer was BlackRock, adding an estimated $558M. The largest seller was Envestnet Asset Management, cutting an estimated $1.99B.

  • 1,778 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2023, up from 1,723 in Q1 2023.
  • Funds reported $39.3B of iShares MSCI EAFE ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 128 funds opened new iShares MSCI EAFE ETF positions in Q2 2023 and 58 closed out, a net change of +70 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2023 was BlackRock, an estimated $558M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $1.99B sold.

Based on aggregated 13F filings for Q2 2023.